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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,364 | $117,444-52.9% | $99,479-44.3% | $152,909-63.8% |
| Participation rate | 31.3% | 77.5%-46.3pp | 73.8%-42.6pp | 82.5%-51.2pp |
| Annual return | 29.58% | 31.87%-2.3pp | 30.72%-1.1pp | 345.46%-315.9pp |
| Employer contribution / active EE | $471 | $3,014-84.4% | $2,540-81.5% | $4,764-90.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50,255 | $7,635+558.2% | $6,253+703.7% | $11,601+333.2% |